Legacy Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1720969 PLYMOUTH MEETING, PA

Position in GS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$564,344

+$159,115 QoQ

Shares Held

558

+16.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,107

of 3,125 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Advisors, LLC holds $1,171,187 across 2 Capital Markets names. GS ranks #2 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley	2,903	$606,843
2	GS	Goldman Sachs Group Inc This page	558	$564,344

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,344	558	+16.5%	Shares	Sole	2026-07-24
2026-03-31	$405,229	479	+0.8%	Shares	Sole	2026-05-05
2025-12-31	$417,525	475	-32.5%	Shares	Sole	2026-01-27
2025-09-30	$560,630	704	-65.9%	Shares	Sole	2025-11-13
2025-03-31	$1,128,088	2,065	+22.3%	Shares	Sole	2025-04-23
2024-12-31	$967,155	1,689	-7.8%	Shares	Sole	2025-02-14
2024-09-30	$907,041	1,832	-8.1%	Shares	Sole	2024-11-13
2024-06-30	$901,926	1,994	+14.5%	Shares	Sole	2024-07-30
2024-03-31	$727,198	1,741	-18.2%	Shares	Sole	2024-04-30
2023-12-31	$821,304	2,129	+103.5%	Shares	Sole	2024-02-12
2023-09-30	$338,454	1,046	+3.7%	Shares	Sole	2023-11-14
2023-06-30	$325,442	1,009	+4.2%	Shares	Sole	2023-07-20
2023-03-31	$316,642	968	+3.4%	Shares	Sole	2023-05-01
2022-12-31	$321,403	936	+0.6%	Shares	Sole	2023-02-01
2022-09-30	$272,536	930	-36.5%	Shares	Sole	2022-11-09
2022-06-30	$434,837	1,464	+116.6%	Shares	Sole	2022-07-25
2022-03-31	$223,147	676	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.